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Disclosery

Convergence Financial, LLC: MRK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Convergence Financial, LLC on MRK, newest first. How the timeline and the estimate are built.

Convergence Financial, LLC held 19,556 MRK shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,556 shares
    Change vs previous 13F -2,784 shares

    0.2% of the 13F portfolio, value $2,512,900.

    13F-HR 0002034001-26-000004 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,340 shares
    Change vs previous 13F +10,559 shares

    0.28% of the 13F portfolio, value $2,686,214.

    13F-HR 0002034001-26-000003 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,781 shares
    Change vs previous 13F -6 shares

    0.18% of the 13F portfolio, value $1,240,035.

    13F-HR 0002034001-26-000001 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,787 shares
    Change vs previous 13F +851 shares

    0.15% of the 13F portfolio, value $989,250.

    13F-HR 0002034001-25-000002 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 10,936 shares
    Change vs previous 13F +873 shares

    0.15% of the 13F portfolio, value $865,715.

    13F-HR 0001085146-25-004551 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 10,063 shares
    Change vs previous 13F +503 shares

    0.18% of the 13F portfolio, value $903,237.

    13F-HR 0001085146-25-002327 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,560 shares
    Change vs previous 13F +871 shares

    0.19% of the 13F portfolio, value $951,000.

    13F-HR 0001085146-25-000767 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,689 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $986,699.

    13F-HR 0001085146-24-005112 filed by Convergence Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).